Pricing / Published launch offer

A clear starting point.Room to build your practice.

Bring your relationships, opportunities, proposals and financial records into one working routine. Evaluate CRMZI against the way you actually generate and deliver business.

Explore the product first

CRMZI Launch

90-day trial offer
$1.99AUD / month

Published monthly launch price after the trial.

  • Client records and relationship notes
  • Opportunity pipeline and scheduled activities
  • Proposals, projects and client cases
  • Itemised invoices and printable documents
  • Income, expenses and editable accounts
  • CSV exports and recorded financial snapshots
Create your workspace

Account creation does not start a paid subscription. Trial activation and subscription arrangements are confirmed separately before billing.

Put it to work

Evaluate it with the relationships that matter.

You do not need a perfect database to understand whether CRMZI fits your practice. Start with a real piece of work.

01

Add a few active relationships

Create the clients you are speaking with now. Add the contact details and notes you want available before the next meeting.

02

Follow one live opportunity

Record the prospective engagement, schedule a follow-up and create a proposal. See whether the routine supports the way you work.

03

Review the commercial picture

Create an invoice and record income or expenses when appropriate. Explore how the account structure fits your business before committing.

One connected set of essentials

CRM, proposals, projects, invoices and financial records are presented together in the published launch offer.

Your account, your workspace

Sign in with Google or email and password. Business data is scoped to the authenticated account.

A considered decision

Review the product tour, privacy policy and terms. Confirm billing, cancellation, tax and export arrangements before subscribing.

A closer look

Questions worth asking.

What is the price and currency?

The published launch offer is AUD $1.99 per month after a 90-day trial. Confirm applicable tax treatment and the final billing summary before completing a paid checkout.

Will I be charged when I create an account?

No. Creating a workspace does not collect card details or create a paid subscription. Paid billing requires a separate subscription checkout.

Does creating an account activate the 90-day trial automatically?

The current launch trial is arranged separately. Create your workspace to begin setup, and confirm trial activation and subscription terms before relying on the advertised trial period.

Are email automation, bank feeds or payroll included?

No. The current offer covers the CRM, proposal, project, invoice and manually recorded financial workflows described on the Features page. Email-provider connections, automated bank feeds, payroll and tax lodgement are not included.

Can my whole team share one workspace?

The current workspace is scoped to the signed-in account. Shared team access and seat requirements should be confirmed before subscribing; do not share login credentials.

Where can I review the terms?

Privacy, Terms and Trust & security pages are linked in the footer. Confirm cancellation, refunds, tax and data-export arrangements before creating a paid subscription.

See the fit before you make the commitment.

Take the guided tour

Experience at work

Your expertise.
A clearer working day.

You bring the judgement, relationships and commercial instinct. CRMZI gives the details of your practice a place to come together.

Two experienced consultants reviewing client relationships on a laptop in their office

The relationship

Stay close to the people behind the work.

Keep the context of a trusted introduction ready for your next conversation.

Explore CRM
An experienced business adviser reviewing a proposal on her laptop

The commitment

Give good conversations a clear next step.

Bring scope, proposal details and follow-up into a considered working routine.

Explore proposals and delivery
Two senior professionals reviewing invoices and financial information together on a laptop

The commercial picture

Keep the numbers in the conversation.

Review invoices, income and expenses alongside the client work behind them.

Explore financial management

Illustrative scenes. Interface visuals are representative.